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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,783 | $183,539-78.9% | $155,556-75.1% | $145,897-73.4% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 15.63% | 61.31%-45.7pp | 64.84%-49.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,617 | $5,315-50.8% | $4,675-44.0% | $4,663-43.9% |
| Participant deferral / active EE | $5,705 | $6,467-11.8% | $5,631+1.3% | $6,689-14.7% |
| Admin fee / account holder | $150 | $19,275-99.2% | $15,885-99.1% | $13,390-98.9% |